Merrill Lynch Financial Advisor John Kelson
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 208-3819
- Website
- advisor.ml.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 7:30 AM–3:30 PM
- Tuesday: 7:30 AM–3:30 PM
- Wednesday: 7:30 AM–3:30 PM
- Thursday: 7:30 AM–3:30 PM
- Friday: 7:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Downtown Oakland, Merrill Lynch Financial Advisor John Kelson offers financial consulting and planning for individuals and families across Oakland and the East Bay. We help clients think through their long-term goals, from building savings and investments to planning for retirement.
Our approach begins with listening, so every recommendation reflects your own priorities and circumstances. We aim to explain each step clearly, so you always understand the reasoning behind your financial plan.
Whether you are just getting started or refining an established strategy, we are glad to meet you where you are.
You can learn more and get in touch through our website.
Our approach begins with listening, so every recommendation reflects your own priorities and circumstances. We aim to explain each step clearly, so you always understand the reasoning behind your financial plan.
Whether you are just getting started or refining an established strategy, we are glad to meet you where you are.
You can learn more and get in touch through our website.